Create a Copy of a Direct Payment Transaction
Any existing spend Money or receive Money transaction which is a direct payment can be duplicated to save re-entering data into a new transaction when most of it is the same. Overpayments, prepayments, payments on invoices, bills or expense claims and transfers between bank accounts in Xero cannot be copied.
Note: Copy a transaction by locating the Spend Money or Receive Money transaction the bank account (from the Dashboard or Accounts > Bank Accounts) opening it and choosing 'Copy' from the Options button.
Open an Existing Transaction to Copy It
A copied direct payment will be a new unsaved transaction with the same data already copied into the Spend or Receive Money fields that you can keep or edit as required.
Select the 'Copy' option from the Options button on any Spend Money or Receive Money transaction (i.e. not payments, transfers or reconciliation adjustment). You can use the copy option when viewing or editing a transaction, however if you've made any changes to a transaction on the edit screen, these will not be carried through to the copy of the transaction as they won't have been saved.
Edit the newly created transaction using the same fields as buttons as for adding and editing a Spend Money transaction or Receive Money transaction.
Blank Fields on the Copied Transaction
Date and Reference are left blank so on the new transaction you can update as applicable to the new transaction.
Account will be blank if the original account has been deleted or archived in your Chart of Accounts. The account will still remain in use on the original transaction and other transactions that used it.
Tracking fields will be blank if the original tracking option has been deleted from your tracking settings. If a tracking category has been removed altogether there will be no tracking field on the copied transaction.
If you are copying a transaction for a Contact that has been archived, the new transaction To/From field will be left blank.
Note: If you are copying a transaction where the Contact has had a name change the new transaction will show the new Contact name.
Reconciliation Status and Locked Periods
The newly created transaction will not be automatically reconciled, regardless of the reconciliation status of the original transaction.
You can copy a transaction even if it occurs in a locked period. You won't be able to save the new transaction in the same period unless your user role allows it. You can save the transaction in a period that is not locked.
Save the Copied Transaction
Choose an option for saving the transaction:
Click Cancel if you don't want to save your copied transaction. Only the original transaction that you created the copy from will remain unchanged in Xero.
